Analysts say Jensen Huang's departure will not affect Asian chip suppliers in the near term

Jensen Huang's departure from Nvidia is unlikely to have a direct impact on major Asian chip suppliers such as Samsung Electronics and TSMC, but it raises questions about the company's long-term product strategy and supply chain relationships. Nam Dae-jong and Kim Yeon-mi, analysts at Korean brokerage Daol Investment & Securities, said Huang's departure is unlikely to affect the semiconductor industry's near-term outlook, but there is uncertainty about Nvidia's medium- and long-term product roadmap and how the new leadership will coordinate with AI ecosystem partners; they expect Nvidia's foundry relationship with TSMC to remain unchanged, and its foundry cooperation with Samsung to continue, including 4-nanometer process manufacturing and next-generation high bandwidth memory (HBM) work. The analysts also noted that custom AI chips (ASICs) are becoming an alternative to Nvidia GPUs and could accelerate diversification in the AI chip market, but increased competition should not be interpreted as weakening memory demand. SK Hynix closed down 3.03% on Friday, and the Kospi index gave up its gains.